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CRM First Steps


 

Introduction to CRM

Installation

Navigation

Chatter

 

 

 

 



From Prospect to Sales


 

Sales Planning & Account Development Plan

Opportunity Management

Quotation

Market Segmentation

Sales Reporting & Analytics

Commercial Roadmap (not yet available)

Capturing Customer Needs


 

Complaint Management

Sample Request Management

Customer Request Management

The best way to get IT support is to use the new Service One Platform.